Saturday, October 31, 2026

Verra veerer

Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance points to a sharp slowdown.

VRRM $505M

The Oak Bloke Oct 31 2 clicks

Oct 30 BBW $327M

TSOH Weekly Roundup (10/30/2026)

TSOH Investment Research 1 click

Oct 29 OSS $129M

OSS Q3 FY12/26 Earnings Analysis

Cestrian Capital Research 1 click

From X

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Definitely some insider trading yesterday prior to the news today as ethanol prices rocketed higher (Nov jumped nearly 6 cents). October crush margin for the 2nd half jumped to $0.42 yesterday... we'll see if ethanol rallies again now that the news is actually public. $ALTO $GPRE

@DOMOCAPITAL Oct 13

DOMO Capital Management, LLC on X

Huge news for $ALTO and $GPRE https://t.co/yM3rX4dAh8

@calvinblissett Oct 13 1 click

Calvin Blissett on X

My message to someone Saturday September 26th. AI is powerful and this wasn’t my whole thesis but this is a bit of alpha I got from listening to all the Whitney Wolfe Herd Interviews and hearing someone usually so polished unusually stutter and fumble around, could also be a coincidence. $BMBL. AI can’t do it all

@calvinblissett Oct 13 1 click

Calvin Blissett on X

I think $HHS drifting because S4 taking a while and no news, I am going to buy some more, I think even if STARR doesn’t acquire someone else will. Could be delayed due to the other proposals from the go shop. Or just not able to obtain financing, or administrative burden. $4.35 ish price

@calvinblissett Oct 13

Calvin Blissett on X

$CCLD. Image 1 shows a 2.82x MOIC in 5 years with the same multiple 8x and paltry EBITDA growth, basically without acquisition. One of those two variables would have to give. EBITDA growth of 16% over 5 years is highly conservative especially if they gain momentum as a AI beneficiary or just continue acquiring. 8x EBITDA is conservative as well, this is versus peer sets transacting at a median of 13.6x (Image 2) and 18.6x (Image 3). @R1RCM @Waystar @trubridge @CorroHealth @IKSHealth

@stockgutter Oct 13

SG on X

Apparel manufacturing is having a great month $VFC $JRSH $PVH (I own all three) https://t.co/rrSHcSo9QN

@aleabitoreddit Oct 13

Serenity on X

I'm just tracking technological inflection points, not making an argument for stock prices right now like $CCXI (Agility). But if people are long term investors in humanoids + their supply chains like actuators, feels more like a matter of when. Since mass commercialization seems inevitable if humanoids are able to do 80%+ of tasks in unfamiliar environments... for such a cheap cost

@AsifSuria Oct 13

Asif Suria on X

@RecoveryTrade @compound248 Even with the current lax antitrust environment, I think it would be difficult to get a $MTCH and $BMBL deal past the FTC or DOJ.

Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)

Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map

Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…

BBW $327M

Cassandra Unchained Oct 29 2 clicks

This Week in Special Situations: Mattel, Winnebago, PayPal

Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.

WGO $842M

Latticework by MOI Global Oct 29 3 clicks

Duos Technologies Pivot To Data Center Pods Is Gaining Traction

Duos Technologies, DUOT, has shifted to modular edge data center pods, with Q2 revenue up 30% to $6.18 million and FY27 revenue guided…

DUOT $192M

Shareholders Unite Oct 29 2 clicks

Daktronics (DAKT): Dominant Leader | Deep Dive

Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…

DAKT $913M

Hidden Gems Investing Oct 28 6 clicks

Build-A-Bear Workshop: The Price Assumes Its Worst Quarter Lasts Forever

Build-A-Bear Workshop’s failed pre-made toy line compressed margins, but resilient children’s sales support a $39.39 fair value estimate…

BBW $327M

Rafa F. Oliver, CFA Oct 26 4 clicks

How to Read a 10-K Like a Short Seller

A four-layer 10-K framework tests revenue timing, receivables, reserves and depreciation against cash flow, using Hertz’s 2012-14…

HTZ $684M

Jimmy's Journal Oct 26 69 clicks

Namib Minerals: Research Flash

Namib Minerals’ How Mine mill reached 55,000 tonnes per month, 36% above prior capacity, while a proposed $30 million Ecobank facility…

NAMM $43M

Atrium Research - Equity Research Oct 25 2 clicks

Bimergen Energy: Research Flash

Bimergen Energy filed for a Texas retail-power license to supply data centers directly and gained eligibility for federal contracts through…

BESS $15M

Atrium Research - Equity Research Oct 25 3 clicks

💥Is Getty a Prepack in Name Only?💥

Getty Images' 2026 Chapter 11 filing is challenged as a prepack after warrant litigation, a failed Shutterstock merger and AI pressure.

GETY $8MSSTK $160M

PETITION Oct 25 4 clicks

SAMG · long

Silvercrest Asset Mgt

Silvercrest Asset Management is framed as undervalued while funding an ambitious investment cycle.

SAMG $82M

Value Investors Club Jul 29

HUYA Q3 2026 Preview: Game-Related Services And Advertising Take The Wheel

HUYA’s Q3 consensus calls for $268 million in revenue as game-related services and advertising offset live-streaming pressure; its buyback…

HUYA $470M

Astrada Advisors Oct 26

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

RNGR $357M

Calvin Blissett Oct 24 81 clicks

Research & Analysis: ERock, Inc. (NYSE: EROC)

ERock’s modular microgrids bridge data-center power gaps years before grid interconnects, with Meta and Anthropic projects filling capacity…

EROC $402M

Monte Independent Investment Research Oct 23 11 clicks

Unicycive (UNCY):

Unicycive’s oxylanthanum carbonate NDA earned a March 25, 2027 PDUFA date after two manufacturing-related rejections, with no FDA clinical…

UNCY $104M

Triple S Special Situations Investing Oct 22 4 clicks

Moon River Moly: Research Note

Moon River Moly’s updated Davidson PEA lifts after-tax NPV to $1.24 billion as flotation raises tungsten output 350% and cuts molybdenum…

MRIVF $22M

Atrium Research - Equity Research Oct 21 4 clicks

BMBL 2026-10-21

Bumble is being taken private

Bumble agreed to a $6.05-per-share cash sale to Ithaca Holdings, 136% above its October 2 share price.

BMBL $788M

Modern Value Investing Oct 21 8 clicks

GLOO, part two

Gloo faces related-party deals, insider-heavy IPO ownership, acquisition losses and $84.5 million of CEO-backed puts as it burns cash and…

GLOO $274M

Guardian Research Oct 21 4 clicks

Carecloud News

CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.

CCLD $75M

Calvin Blissett Oct 20 11 clicks

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $832M

Multiplo Invest Oct 20 14 clicks

Saturday, October 31, 2026

DOMO Capital Management, LLC on X

DOMO Capital Management, LLC on X

Calvin Blissett on X

Calvin Blissett on X

Calvin Blissett on X

SG on X

Serenity on X

Asif Suria on X

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